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Add attachments and references to process

Updated over 3 weeks ago

Add a attachment

  1. Open process to add attachments.

  2. Click Add files.
    Note: If you are using template, Click File List Add files on right.

  3. Select a path to add files.

Add a reference

A reference refers to a previously approved document in Collavate.

If you would like to attach a previously approved request as a reference document to a new approval request, please follow the steps below:

  1. Open process to add attachments.

  2. Click Add files.
    Note: If you are using template, Click File List Add Reference on right.

  3. Select a path to add files.

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